Porsche Taycan EPA Range (12.11.19)

Rob Maurer shares a number of personal announcements.

FPG: https://firstprinciples.group

Thank you: https://youtu.be/zs3i4w3tsRg

Patreon: https://www.patreon.com/tesladailypodcast
PayPal: https://paypal.me/tesladaily
Venmo: @RobMaurer
Bitcoin address: 3N3f9WxrpHbX3N3j5Me8i7UyC4ErbViPQi
Ethereum address: 0x5E9CC4C16c68178Dd926A67d9948170f31785918

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Tesla Referral: https://ts.la/robert47283

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Initial impressions from first non-employee Cybertruck owner
➤ PPI comes in lower than expected
➤ Point-of-sale EV credit implementation
➤ Model Y 7-seat price increase
➤ Price cuts in China
➤ Piper Sandler note on TSLA
➤ New voice-assist features added in China
➤ Covered vehicles spotted by drone
➤ New FSD Beta version ships to employees
➤ Rivian publishes impact report
➤ SpaceX posts company update
➤ Calendar

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Hertz announces plans to sell significant portion of EV fleet
➤ CPI report slightly higher than expected
➤ Tesla reportedly plans temporary Giga Berlin pause
➤ Non-employee Cybertruck orders receive VINs, delivery may be scheduled
➤ Tesla reportedly informs workers of pay increases
➤ Tesla announces Megapack commissioning in Hawaii
➤ Model 3 Highland begins to appear in stores
➤ Minor Dojo update
➤ Toyota exec comments on solid-state batteries
➤ Lucid announces production and deliveries

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ The Model 3 Highland has arrived in North America
➤ Delivery wait times extend after initial estimates
➤ Report on possible India factory
➤ More inventory data
➤ Update on Cummins settlement
➤ SpaceX completes direct to cell test

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New video posted by SpaceX offers evidence relating to a Wall St. Journal report on Elon Musk
➤ New China sales data
➤ Giga Mexico report
➤ Model 3 Highland briefly appears on Tesla US site
➤ Advertising discussion
➤ Honda announces Series 0 EVs

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New US auto data gives insight on market conditions
➤ Model Y moves into top 5 US vehicle sales position
➤ European sales breakdown
➤ FSD Beta v12.1 impressions
➤ WSJ report on Elon Musk
➤ Tesla posts new Cybertruck promo video
➤ Model Y RWD speaker count reduced
➤ Firmware hints at new updates
➤ Highland release rumor
➤ Tesla forms Spain holding company
➤ VW to implement ChatGPT
➤ SpaceX company update

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reduces EPA range estimates due to new interpretations guidance
➤ Argus selects TSLA stock amongst top picks for 2024
➤ Tesla changes Model Y paint options in North America
➤ Samsung announces Tesla API integration
➤ IF Metall suggests strike resolution
➤ Pharrell Williams spotted in Cybertruck
➤ Autopilot update rolls out in China
➤ Musk teases new products
➤ Calendar

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ 4680 battery progress rumors
➤ Real-world Cybertruck range test
➤ Senators send letter to automakers
➤ More Highland sightings at Fremont
➤ China port activity
➤ Germany, Denmark sales
➤ Musk comments on X Space
➤ Rivian Q4 sales
➤ Ford Q4 sales
➤ Mobileye announces inventory buildup

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New Cybertruck details from early owners
➤ Jefferies increases TSLA price target
➤ Data confirms Q4 records in China
➤ BYD electric vehicle deliveries pass Tesla in Q4
➤ Correcting a Bloomberg report
➤ Some Tesla vehicles stuck on ship
➤ Highland Model 3s spotted at Fremont
➤ EV tax credit updates for 2024
➤ Ford bumps F-150 Lightning price up
➤ Cybertruck crash report
➤ FSD Beta v12.1 impressions
➤ Optimus engineer comments on progress
➤ Musk comments on Tesla valuation, plans to hold company talk

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla has released record Q4-23 delivery and production numbers

X: https://www.twitter.com/teslapodcast
Shareloft: https://www.shareloft.com
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans

Disclosure: Rob Maurer is long TSLA stock & derivatives